Financial Advisors Accelerate Shift to Holistic Financial Planning, Receptive to Support from Asset Managers and Technology – Broadridge Survey

Broadridge Financial Solutions has  released results from a survey of over 300 financial advisors, revealing that financial advisors are accelerating the transition of their business models to offer more holistic financial wellness services. Fifty-one percent of surveyed advisors stated that there will be an increased focus on holistic financial planning…